Interact to see
Advertisement
Advertisement
JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
Open Charts JVMAX vs MCVAX
JVMAX vs MCVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. MCVAX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMAX is a Hold and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. MCVAX (775M). MCVAX pays higher dividends than JVMAX: MCVAX (1.19) vs JVMAX (0.48). JVMAX was incepted earlier than MCVAX: JVMAX (29 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMAX (1.11). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 7.92 vs. MCVAX (-1.29). JVMAX return over 5 years is better than : 12.59 vs. MCVAX (-22.58).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.10 | 1.18 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.18 | 94% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 14.086 | 8.916 | 158% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.48 | 1.19 | 40% |
| Returns for 1 year | 7.92 | -1.29 | -613% |
| Returns for 3 years | 16.53 | -0.26 | -6,308% |
| Returns for 5 years | 12.59 | -22.58 | -56% |
| Returns for 10 years | 55.40 | -4.42 | -1,252% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers